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NewEdge Advisors Portfolio holdings

AUM $27.7B
1-Year Est. Return 23.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$22B
AUM Growth
+$2.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,282
New
Increased
Reduced
Closed

Top Buys

1
+$65.6M
2
+$59.5M
3
+$55.2M
4
BAI
iShares A.I. Innovation and Tech Active ETF
BAI
+$52.4M
5
QCOM icon
Qualcomm
QCOM
+$41.3M

Top Sells

1
+$54.8M
2
+$36.9M
3
+$36M
4
SNY icon
Sanofi
SNY
+$32.2M
5
AAPL icon
Apple
AAPL
+$23.5M

Sector Composition

1 Technology 15.23%
2 Financials 6.81%
3 Consumer Discretionary 4.31%
4 Communication Services 3.48%
5 Industrials 3.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
4051
$46 ﹤0.01%
16
4052
$42 ﹤0.01%
1
4053
$39 ﹤0.01%
21
4054
$39 ﹤0.01%
15
4055
$36 ﹤0.01%
1,667
4056
$36 ﹤0.01%
35
4057
$35 ﹤0.01%
2
-383
4058
$35 ﹤0.01%
3
-17
4059
$34 ﹤0.01%
4
4060
$33 ﹤0.01%
12
4061
$33 ﹤0.01%
9
-34
4062
$32 ﹤0.01%
2
4063
$26 ﹤0.01%
7
4064
$25 ﹤0.01%
1,072
4065
$24 ﹤0.01%
1
4066
$24 ﹤0.01%
1
-14,944
4067
$19 ﹤0.01%
10
4068
$17 ﹤0.01%
11
4069
$16 ﹤0.01%
2
4070
$15 ﹤0.01%
2
4071
$14 ﹤0.01%
1
4072
$14 ﹤0.01%
+8
4073
$12 ﹤0.01%
3
-71
4074
$10 ﹤0.01%
5
4075
$8 ﹤0.01%
2
161 162
163
164 165